BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.14M
3
+$1.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.34M

Top Sells

1
+$3.94M
2
+$2.32M
3
+$2.26M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.81%
25,066
-9,578
27
$3.05M 0.79%
56,990
+3,190
28
$2.98M 0.77%
26,508
-14,945
29
$2.84M 0.73%
32,568
-1,921
30
$2.83M 0.73%
24,515
-1,295
31
$2.73M 0.7%
21,258
-1,178
32
$2.63M 0.68%
44,017
-3,194
33
$2.6M 0.67%
54,282
-4,583
34
$2.59M 0.67%
7,984
-357
35
$2.53M 0.65%
19,749
-915
36
$2.47M 0.64%
20,701
+13,037
37
$2.18M 0.56%
54,957
-2,982
38
$2.15M 0.55%
11,899
-713
39
$2.05M 0.53%
17,041
-968
40
$2.04M 0.53%
23,433
-312
41
$1.95M 0.5%
6,514
-1,074
42
$1.91M 0.49%
17,410
+12,203
43
$1.87M 0.48%
10,633
+88
44
$1.83M 0.47%
8,600
+2,395
45
$1.81M 0.47%
13,223
-986
46
$1.81M 0.47%
33,666
+6,253
47
$1.8M 0.46%
13,234
-1,015
48
$1.79M 0.46%
304,760
-81,840
49
$1.68M 0.43%
12,245
-1,978
50
$1.65M 0.42%
46,760
-4,052
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